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Liaison

Viewing a history of TX SMS messages with a specific student

Yes, Users can view chat history for any Inbox to which they have access:

  1. Login to TX SMS.
  2. Select the Inbox where you wish to view Chat History.
  3. Click the record for the Student. In the right-hand pane, click View Message Transcripts.
  4. Expand the Inbox you wish to view. A list of all the TX SMS messages will display.

Note: If you are an admin and want to oversee all your counselors, you’d want to add yourself to all those inboxes.


You can provide users access to this Chat History in Salesforce by creating a custom button:

In Classic:

  1. Navigate to Setup and select Object Manager.
  2. Click the object where you want the button to appear, such as Contact/Student.
  3. Click Buttons, Links, and Actions.
  4. Click New Button or Link.
  5. Enter the following: 
    • Label, such as View in TX SMS.
    • Name will default
    • Description
    • Display Type = Detail Page Button
    • Behavior = Display in new window
    • Content Source = URL
    • Enter the following formula = https://sms.targetx.com/transcripts/{!Contact.MobilePhone}
  6. Save your changes.
  7. Click Page Layouts.
  8. Click the Page Layout where you want the custom button to display.
  9. In Classic:
    • In the page layout palette, click Custom Links.
    • Drag the button you created into the Custom Links section.
  10. In Lightning:
    • On the page layout palette, click the Mobile & Lightning Actions option.
    • Drag the button you created into the Salesforce Mobile and Lightning Experience Actions section.
  11. Save your changes.
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